State Compliance Reports
Many states have different requirements on what you need to report. Many State Compliance Reports are available with our software. Let us know if you are interested in any of these reports. We are always looking for ways to improve our software. If you have a report that you would like the software to create, let us know.
When you purchase a report, it is a one time charge. You will always be able to print that report. Any updates or changes to the report will be included in future patches and will be available to you as long as you are current on support. If you wish to request pricing information or a report not listed below, contact SherWare Sales.
Choose the state that you would like to view the state compliance reports for:
The system uses several fields in the Well Information screen to process state reports. The user fields on the permits tab will change their labels to show the corresponding fields that are needed for the state the well is in. Below is a description of the fields. Look in the permits tab of the Well Information screen under the Maintain, Disbursement & JIB Files menu to see these fields.
This report is currently being created. If you are interested, please let us know and we will contact you when it is available.
No of Wells - The number of wells that this well record represents. If a well record represents multiple wells, the totals will be split evenly among each API Number on the Permits tab.
Storage Tanks - Number of Storage Tanks attached to this well.
Max Capacity - Total storage capacity of all tanks in this well.
Parcel - The "lot" on the OH Form 10 report pulls from the Parcel field on the well information screen.
First Prod: - Enter the date of first production. This is informational only, except for wells in Ohio, where it is used to determine whether a well should have flush production reported on the Form 6 report. This date is also used on various state compliance reports. The production from the first 12 months that a well produces can be credited as Flush Production. This will be calculated as of 12 months from this "First Prod" date.
Pun No - Production Unit Number assigned to the lease by OTC on Form 320.
Prod Code - Classification of product being reported must be product code shown on OTC Form 320.(Separate report must be made for each product) Enter correct code number to show product being reported. Code:
1 = Oil, 2 = Condensate, 4 = Casinghead Gas, 5 = Natural Gas, 6 = Natural Gas Liquids, and 7 = Minerals.
Disp Code - Disposition of product being reported. Enter the correct code number: 1 = Transmission or Pipeline, 2 = Trucked, 3 = Gasoline Plant, and 4 = Miscellaneous.
Oper Code - The reporting party's number assigned by the Oklahoma Tax Commission.
Oper Name - The name of the operator of this well.
BTU Factor - The BTU conversion factor for this well.
The well information screen does not have any fields specific to PA reports.
Operator number - Specified when the file gets built.
Year/period - Specified when the file gets built.
Field name - Specified on Field Information window under the Investment Files menu.
Lease name - Specified on the Lease Info window.
RRC Dist No - Specified on the Lease Info window.
RRC Lease No - Specified on the Lease Info window.
RRC Comingle - Specified on the Lease Info window.
Oil Disp Code - Specified on the Permits tab of the Well Information window.
Gas Disp Code - Specified on the Permits tab of the Well Information window.
Beginning Volume - from the tanks window that this well is associated with, if any.
Oil/gas production - Calculated from well history.
Ending Volume - We don't track ending volume, so that and any other fields can be manually adjusted in the Modify PR File window before printing.
Company Information:
The "Company Name" field will be used as the "Producer Name" on the Schedule 1.
The "Address" and "City/State/Zip" fields will be used for the Address on the Schedule 1.
The "Phone Number" field will be used as the "Phone" on the Schedule 1.
The "Agent" field will report as the "DBA, ATTN., AGENT" on the Schedule 1.Well Information:
The "County" field on the Well Info tab will report as the "County" above Schedule 1.
The "Township" field on the Well Info tab will report as the "District" above Schedule 1.
The "State" field on the Well Info tab must be "WV" in order for a well's information to be included.
The "Status" field on the Well Info tab will be reported under the "Well Status" column on the Schedule 2.
The "API" numbers from the Permits tab will report in the "API #" column on the Schedule 2.
The "NRA #" field on the Options tab will report as the "NRA #" above Schedule 1.
The "First Production" date from the Options tab will report as the "Initial Production Date" on the Schedule 2.
The "No of Wells" on the Meter/Misc tab will report as the "Number of Wells" on the Schedule 1.
The "Acres" field on the Meter/Misc tab will report as both the "Land Book Acreage" and "Lease Acreage" on the Schedule 1.
The "Formation" field on the Meter/Misc tab will report in the "Producing Formation/Play" column on the schedule 2.Owner Information:
The "Sort Field" on the Address tab will be used as the "Owner's name" on the Schedule 3. It will not reverse the names, it assumes the names are already reversed in this field.
The "Address" fields on the Address tab will report as in the "Address" column on the Schedule 3.Division of Interest:
The "Owner Type" field will determine what reports in the "Code" column on the Schedule 3.
The "Gas Revenue" field will report in the "Decimal Interest" column on the Schedule 3.
Rpt Group - State assigned report group under which this well should be reported.
Rate Code - Code based on well location, status and activity that determines the taxable rate.
State compliance reports are being added to the Disbursement and JIB Manager Integrated Edition regularly. If you wish to request a report, contact SherWare, Inc. Technical Support.
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